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Leaders Blog

1 min read

NAIFA Is Surveying Financial Professionals on the DOL Fiduciary-Only Rule

By NAIFA on 5/1/24 4:03 PM

NAIFA is seeking feedback on the Department of Labor's fiduciary-only final rule. We have created a survey of financial professionals and will use the results to educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business. 

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
1 min read

NAIFA's May 2 Fiduciary-Only Rule Webinar Is Free to Members and Non-members

By NAIFA on 5/1/24 9:10 AM

How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers
May 2 | 2 pm eastern

It's not too late to register for NAIFA's free webinar on the Department of Labor's final fiduciary-only rule. NAIFA's Government Relations Team and counsel from Steptoe LLP will explore how the rule will directly impact financial professionals and consumers. It will provide an update on the next steps: What NAIFA is doing to protect your business and clients, the likelihood of NAIFA’s participation in litigation, and what financial professionals can do to advocate on their own behalf. The webinar will expand on Steptoe’s written analysis of the rule and provide an opportunity for attendees to ask questions.

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
3 min read

NAIFA President Bryon Holz Brings the Consumer's Perspective to DOL Fiduciary Hearing

By NAIFA on 12/13/23 4:44 PM

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

Topics: Legislation & Regulations Standard of Care & Consumer Protection Federal Advocacy DOL

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